Telephone Banker; Bilingual Spanish ) On-site

A-Line Staffing is now hiring a Telephone Banker (Bilingual Spanish Required) in Rio Rancho, NM.

Job Title:

Telephone Banker (Bilingual Spanish Required).

Location:

Rio Rancho, NM 87124. Position Type:
Permanent, full-time opportunity. Pay Rate: $26.00.

Start Date:

Approximately two weeks after an offer is accepted. Training

Schedule:

Monday through Friday, 9:00 AM–5:30 PM.

Work Schedule:

Candidates must be flexible to work the assigned schedule, including weekends and holidays as required. Language Requirement:
Bilingual Spanish proficiency is required.

The Telephone Banker is responsible for connecting clients with a wide range of banking products, services, and financial solutions to help them achieve their financial goals. This role focuses on building and strengthening client relationships, identifying financial needs, responding to inquiries, and recommending appropriate banking solutions. The ideal candidate will combine excellent customer service and communication skills with a consultative sales approach.

The Telephone Banker will engage clients through telephone-based interactions, ask questions to understand their financial goals, explain available products in plain language, and balance service requests with opportunities to recommend additional products and services.

• Client Relationship Management:
  Build and deepen client relationships by identifying financial needs and recommending suitable banking products, services, and solutions.
• Financial Needs Assessment:
  Ask probing questions to understand clients' financial circumstances, priorities, and long-term goals.
• Customer Service:
  Respond to customer inquiries, questions, and concerns while providing personalized, effective solutions.
• Needs-Based Sales:
  Recommend relevant banking products and services based on individual client needs and financial objectives.
• Banking Product Sales:
  Sell and fulfill banking products, including checking accounts, savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans.
• Cross-Selling and Upselling:
  Identify opportunities to introduce additional products and services that may benefit existing clients.
• Bilingual Client Support:
  Communicate effectively with Spanish-speaking clients, explain banking options clearly, and assist with inquiries in Spanish as needed.
• Product
  
  Education:
  
  Explain financial products, features, rates, terms, and available programs to help clients make informed decisions.
• Referral Generation:
  Identify client needs that require licensed sales support and refer clients to the appropriate Line of Business partners.
• Issue Resolution:
  Address client concerns, identify appropriate solutions, and resolve service issues professionally.
• Risk Management:
  
  Use available tools and established procedures to manage risk associated with banking products, services, and transactions.
• Sales and Service Balance:
  Handle service requests while recognizing opportunities to recommend relevant financial solutions.
• Client Communication:
  Build rapport, demonstrate empathy, listen actively, and handle objections professionally.
• Team
  
  Collaboration:
  
  Work effectively with colleagues and business partners to support client needs and achieve business objectives.
• Technology and Process Adaptation:
  Learn and use banking systems, technology, and updated processes to deliver efficient service.
• Performance Improvement:
  Participate in ongoing coaching, receive constructive feedback, and apply guidance to improve results.
• Regulatory Compliance:
  Follow applicable laws, rules, regulations, and established banking procedures when assisting clients and processing transactions.

• Education:
  
  High school diploma, GED, secondary school…